Sound View Wealth Advisors Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sound View Wealth Advisors Group’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,500	Closed	-$262K	–	376
2023 Q1	$262K	Buy	+2,500	New	+$261K	0.04%	306
2022 Q4	–	Sell	-2,000	Closed	-$205K	–	396
2022 Q3	$205K	Hold	2,000	–	–	0.05%	255
2022 Q2	$209K	Hold	2,000	–	–	0.04%	266
2022 Q1	$209K	Hold	2,000	–	–	0.04%	277
2021 Q4	$215K	Hold	2,000	–	–	0.04%	275
2021 Q3	$215K	Sell	2,000 -750	-27%	-$80.9K	0.04%	275
2021 Q2	$297K	Hold	2,750	–	–	0.06%	235
2021 Q1	$297K	Hold	2,750	–	–	0.07%	221
2020 Q4	$297K	Hold	2,750	–	–	0.07%	204
2020 Q3	$297K	Hold	2,750	–	–	0.08%	192
2020 Q2	$297K	Hold	2,750	–	–	0.08%	187
2020 Q1	$292K	Hold	2,750	–	–	0.1%	161
2019 Q4	$294K	Hold	2,750	–	–	0.08%	192
2019 Q3	$293K	Hold	2,750	–	–	0.09%	194
2019 Q2	$293K	Buy	+2,750	New	+$292K	0.09%	198

Other funds holding SUB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sound View Wealth Advisors Group's SUB Position: Q2 2023 in Review

Sound View Wealth Advisors Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2023, closing a stake of 2,500 shares — an estimated $262K sold.

Sound View Wealth Advisors Group first reported a position in SUB in Q2 2019 and held it in 15 quarters. The position peaked at $297K in Q2 2021. 755 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

Sound View Wealth Advisors Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Sound View Wealth Advisors Group sold 2,500 iShares Short-Term National Muni Bond ETF shares in Q2 2023, an estimated $262K.
Sound View Wealth Advisors Group first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2019 and held it in 15 quarters.
Sound View Wealth Advisors Group's iShares Short-Term National Muni Bond ETF position peaked at $297K in Q2 2021.
755 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2023, filed 8 Aug 2023.